09 October 2021

TATA doesn't always mean Good bye

Air India is back to where it belonged.  TATAs aggressively bid for this debt laden airline and finally won it.
Indian Aviation industry is already struggling and this particular airline has failed to increase market share despite multiple push from government.  Economics experts have already questioned the rationale to buy out this ailing airlines. It doesn't make any economic sense and to greater extent its true.
But that's what it makes this group different from others. Let your heart take some decisions. This was more of an emotional decision than anything else. This group has done business , made profits but never cut off the human or emotional angle.
Chandras tweet said it all...“This is a historic moment, and it will be a rare privilege for our Group to own and operate the country’s flag bearer airline. It’ll be our endeavour to build a world-class airline which makes every Indian proud."
Indeed it's a proud moment for all. Hope Maharaja rules the sky again and bring back those glorious days of this iconic airline.  Our National carrier deserves no less.

02 October 2021

Being Bullish or foolish

Sensex touched 60K and there is no sign of slowing down. Is this the time to be cautious and book profit in 50% of exposure?

I believe yes as the numbers are unsustainable and a crash may be inevitable in near future. Liquidity driven rally is driving everyone crazy. Chinese are struggling and huge debt is another factor to watch out for. 

In the end, market is always right and people will justify whichever way it goes. 


Happy Investing!


Disclaimer: Please note that these are personal views of the author. All investors are advised to conduct their own independent research into individual stocks or industries before making any decision. In addition, investors are advised that past stock performance is not indicative of future price action.